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“4th Quarter Phonathon: Planning to Finish Strong”

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4th Quarter Phonathon: Planning to Finish Strong

By: Jessica Cloud, CFREREALDEALFUNDRAISING.COM

Jessica Cloud, CFREREALDEALFUNDRAISING.CO

M

Who am I?

This is a critical point in the annual cycle of phonathon

There are 2 dangers:

1) Doing well2) Falling behind

So What?• Hit Dollar and Donor Goals• Spend your budget wisely• You need to make your students and your boss

successful• If it doesn’t fulfill, it doesn’t matter• A strong fall semester starts now• Your future career prospects hang in the balance• Most importantly, it’s not about how you start, it’s

about how you finish!

Agenda• Reaching Goals• Finishing Strong• Preparing for Next Year

Reaching Goals• What’s (im)possible? • Run extra shifts• Weekends, late night West Coast calling, day shifts, Friday

“blitzes”• Hire more students• Summer hours sometimes attract a different crowd of

students• Reopen calling pools• Combine calling pools• Focus on credit cards• Find any new prospects possible

Finishing Strong• Reminder Calling• Start with $100+ pledges• Laser focus on getting credit cards• LOTS of different credit card pitches • Push online fulfillment

• Thank You Calls• Tracking (measure the impact of these calls)• Begin with First Time Donors (Then $100+ donors)• Leave messages

• Emails and other ideas for stewardship and fulfillment

Preparing for Next Year• Benchmarking• Peer institution and aspirant institutions

• Modeling• Where would your results be if….?

• Data Research and Integrity• Strategic Planning• Package it together with a bow

• Lobbying for future resources• Make your case and soon!

Question Break

Takeaways• Whether you are doing well or falling behind you are in

danger of stagnating at this time of year.• Work harder and smarter to reach year end goals if

behind.• If you are doing well, focus on maximizing impact with

a strong stewardship and fulfillment campaign. • No matter how this year is going, now is the time to

plan for next year’s success.

So What?• Hit Dollar and Donor Goals• Spend your budget wisely• You need to make your students and your boss

successful• If it doesn’t fulfill, it doesn’t matter• A strong fall semester starts now• Your future career prospects hang in the balance• Most importantly, it’s not about how you start, it’s

about how you finish!

ACTION ITEMS______ Hire more callers and run more shifts if needed______ Identify calling pools to re-open and/or combine______ Identify new calling campaigns to launch (2nd ask, parents, etc.)______ Shift all motivation to reward for credit cards______ Consider moving to a 15/45/60 day reminder cycle on April 1______ Design your reminder campaign for credit cards (start with $100+)______ Design your thank you campaign (tracking, First Time donors)______ Make your stewardship and fulfillment campaigns multi-channel______ Conduct a benchmarking study and do some statistical modeling______ Compose this into a Phonathon Strategic Plan and lobby for budget 

How to Staff Your Phonathon Super-Fast:Seven Secrets to Fill the SeatsAn e-book to revolutionize your call center operation by starting at the beginning. Staffing. • Find your staffing targets, including needed number of

callers to hire and number of applications to generate so you have data to drive your staffing efforts

• Brand your phonathon as the best job on campus so that word of mouth will work for you and make it easiest to staff up semester after semester.

• Generate lots of applications fast so you can be selective and hire only the best candidates.

How to Staff Your Phonathon Super-Fast:Seven Secrets to Fill the Seats

• Design an interview process that makes it easy to hire callers who will fit with your culture and stay employed for longer.

• Interview all those applicants in one evening and get them hired fast so that you can quit staffing and start raising serious money.

• Love your job and grow your career in philanthropy.• Dozens of samples and templates to get you staffed up

quickly and easily. You can’t afford to spend another year spinning your wheels with staffing. Break the cycle of caller turnover for good and begin loving your job now! 

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Final Questions?

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Price with coupon: $40www.realdealfundraising.com/store